Most tools stop at closing.Relationships don't.Stay ahead of everyfollow-up.
useRelio helps agents stay top of mind after the deal is done, with one calm place for follow-ups, anniversaries, closing gifts, and the moments that turn clients into referrals.
30-day free trial. No setup call. Built for solo agents and boutique teams.
Milestone reminders, follow-through, and client memory in one place.
Charls is celebrating a move-in milestone today.
A personal message today goes a long way.
Charls
1st move-in anniversary
Your Clients
Time to Reconnect
Clients you haven't visited in a while
Upcoming Milestones
1
Next 30 days
1
Next 90 days
1
This year
By milestone
Coming up next
Charls
1st move-in anniversary · today
Client Milestones
Next 30 days · 1 upcoming
Charls
1st yr
Today
Why This Exists
The deal closes. The relationship shouldn't.
Most agents do care about staying in touch. They just don't have a system built for what happens after the transaction.
useRelio was built for the part of the job that actually creates trust, repeat business, and referrals: remembering people well.
Spreadsheets get forgotten
Your best intentions end up buried in tabs no one opens after the deal closes.
Notes get scattered
A reminder in one app, a gift idea in another, and the client story disappears between them.
Calendars were never built for this
One-off events are easy. A relationship system that repeats for years is not.
How It Works
A quiet system for staying remembered.
Instead of building more admin into your day, useRelio keeps the next meaningful action visible so you can follow through without overthinking it.
A reminder arrives at the right moment
No digging through notes. No trying to remember who needs what.
You act while it still feels personal
Send the text, gift, or check-in while the moment still matters.
You stay remembered long after closing
That consistency is what turns a closed deal into future referrals.
John & Sarah M.
123 Main Street
June 12, 2024
Reminder
Today is John & Sarah's 1-year move-in anniversary.
What You Get
Everything you need to keep the relationship moving.
No giant CRM layer. No overbuilt marketing engine. Just the parts that help you stay in touch consistently and well.
Client memory, centralized
Keep names, notes, personal details, and relationship context in one calm workspace.
A workflow built for follow-through
See who you've helped, what happened next, and which relationships need attention now.
Reminders that feel thoughtful
Automatic follow-ups, anniversaries, and milestone reminders without adding noise to your day.
Who It's For
Designed for agents who treat relationships like an advantage.
useRelio is for professionals who want to be remembered after the keys are handed over, not just during the transaction.
Solo agents
For agents who want a lightweight system that keeps them consistent without hiring admin help.
Boutique teams
For smaller teams that want a shared relationship rhythm without the complexity of enterprise CRM.
Referral-driven professionals
For people who know long-term trust matters more than short-term pipeline theater.
Choose the plan that fits your team today
Start with Basic if you're working solo, or choose Pro when you need team collaboration. Both plans include the same core useRelio workflow.
Basic
A straightforward starting point for keeping every client, deal, and follow-up in one place.
30-day free trial, then $9.00 billed monthly.
- Team size
- 1 member
- Best for
- Independent agents
- Team seats(1 member)
- Contact management
- Deal tracking
- Task management
- Notes and comments
- Activity history
Pro
A cleaner operating system for teams that need shared visibility into relationships, tasks, and active deals.
$29.99 billed monthly for teams that need collaboration.
- Team size
- Up to 5 members
- Best for
- Small teams
- Team seats(Up to 5 members)
- Contact management
- Deal tracking
- Task management
- Notes and comments
- Activity history
Included in both plans
Everything you need to manage client relationships from day one.
No feature maze and no extra decision-making before checkout. Pick the team size that fits, then upgrade anytime.
- Contact and relationship history
- Deal tracking and active pipeline visibility
- Tasks, reminders, and follow-up notes
- Shared activity history for every client
FAQ
A few questions before you try it.
The next referral starts after the last closing.
Start your free trial and build a system that keeps clients warm, thoughtful, and easy to follow up with.
No setup call. No bloated CRM migration.